Transition from OBI to CFS for Financial Data
Hello Colleagues, We continue to make steady progress transitioning from Oracle Business Intelligence (OBI) to the Chancellor’s Office-supported Common Financial System (CFS) Data Warehouse as part of the Enterprise Data Transformation (EDT) Project, a five-year initiative to modernize our data architecture and strengthen our culture of data-informed decision-making. A campus-wide CFS Data Warehouse Task Force continues to guide this transition with a target final transition for stateside finance data users in July of 2026.
Hello Colleagues,
We continue to make steady progress transitioning from Oracle Business Intelligence (OBI) to the Chancellor’s Office-supported Common Financial System (CFS) Data Warehouse as part of the Enterprise Data Transformation (EDT) Project, a five-year initiative to modernize our data architecture and strengthen our culture of data-informed decision-making. A campus-wide CFS Data Warehouse Task Force continues to guide this transition with a target final transition for stateside finance data users in July of 2026.
Progress to Date
Over the past six months, the project team and task force have:
- Completed initial reviews of report requirements and data mapping
- Worked with campus representatives to identify super users who will support testing and training
- Developed resources to help guide colleagues through the transition
- Conducted initial training sessions
- Established recurring Drop-In Training Sessions
Looking Ahead
In the coming months, we will:
- Continue expanding Financial Reporting training opportunities and refining resources based on campus feedback
- Begin training on Labor Cost Dashboards and developing resources
- Support campus units as they adopt the CFS Data Warehouse in daily operations
We encourage you to stay engaged:
- Visit our resource page for resources and guides
- Join an upcoming Drop In Training session to learn more and share your feedback
- Every 2nd & 4th Tuesday of the month
- 10:00 AM - 11:00 AM
CFS Transition Task Force Members
- Brigid Wall - University Budget Office
- Carla Wharton - University Budget Office
- Cynthia Hawking - Accounting
- Gabriel Munoz - University Budget Office
- Anne Taylor - University Budget Office
- Jessica Lende - Athletics
- Kelly Dickey - Accounting
- Kevin Furtado - University Advancement
- Krista Carroll - College of Professional Studies
- Melanie Bettenhausen - Enrollment Management
- Pat Comella - Facilities Management
- Patrick Orona - Academic Affairs
- Rachael Gipson - Information Technology Services
- Sarah Long - Financial Services
- Samantha Puentes - Accounting
Together, we are building a smooth path from OBI to CFS. Thank you to the CFS Transition Task Force for their ongoing leadership and to all of you for your support as we move forward with this important change.
Latest PMC All Campus
- Cybersecurity Awareness Month Wrap-Up & Prize WinnersThank you to everyone who joined Cal Poly Humboldt’s Cybersecurity Awareness Month 2025 and embraced this year’s theme, “Empowering You to Secure 2025 and Beyond.” Throughout October, our community came together to strengthen awareness, learn practical security habits, and engage in short, interactive challenges designed around real campus systems. Feedback from across the campus has been overwhelmingly positive: - “The short challenges made me realize how easy it is to spot fake links once you know what to look for.”
- Enhancing the Process for Employee Performance EvaluationsGreetings,
- American Indian College Motivation Day on Thursday, Nov. 6Hello Everyone, In partnership, the Department of Admissions, the Indian Tribal & Educational Personnel Program (ITEPP), the Indian Natural Resources, Sciences & Engineering Program (INRSEP), and the President's Office will host American Indian College Motivation Day on Thursday, November 6th, from 9:00 a.m. to 3:00 p.m. During this event, visiting schools will take part in a variety of activities across campus. Please note that schools will be entering several campus buildings throughout the day to participate in these activities.
- Cybersecurity Awareness Month – Guard Your Digital FootprintAs Cybersecurity Awareness Month concludes, our final focus is on controlling your online presence. Everything shared online contributes to your digital footprint, and attackers can use this information to craft scams or target individuals. Action: Search yourself online (Google or Bing) to see what personal details are visible. Review and adjust privacy settings on at least one social media platform (Facebook, Instagram, LinkedIn).
- Thank You for Your Patience During Roof Replacement ProjectsDear Campus Community,
- Reminder: Space Allocation Request Call is Open through Nov. 14This is a reminder that the University Space and Advisory Committee (USFAC) is still accepting space requests directly from Colleges or Major Budget Units. Please refer to the pre-submittal checklist on the USFAC Space Requests webpage for submittal details.